Update shared on09 Oct 2025
Fair value Increased 1.71%Bouygues' analyst price target has increased modestly from €42.19 to €42.91, as analysts cite a combination of limited downside at current valuations and recent upgrades in firm outlook.
Analyst Commentary
Research coverage of Bouygues continues to reflect a mix of optimism over improved outlook and remaining caution regarding valuation headwinds. Recent analyst updates highlight both the positive drivers and lingering concerns around the company’s shares.
Bullish Takeaways- Bullish analysts have raised price targets notably higher, with forecasts reaching up to EUR 56. This is due to improved company guidance and stronger earnings potential.
- Recent upgrades in analyst ratings reflect a view that previous overhangs have been addressed. This may support investor confidence and share price momentum.
- Several analysts now see limited downside risk at current valuation levels and suggest the stock offers a favorable risk-reward profile in the near term.
- Upgrades to "Overweight" ratings are tied to expectations of more stable future performance. Management actions are anticipated to bolster execution and growth prospects.
- Bearish analysts have trimmed their price targets due to ongoing concerns regarding Bouygues' valuation after recent price movements.
- Not all analyst outlooks have turned positive. Some maintain neutral stances due to lingering uncertainties about the sustainability of growth improvements.
- Cautious commentary emphasizes that, despite upgrades, significant upside could be limited unless Bouygues delivers further operational execution or market conditions improve.
What's in the News
- Bouygues SA has scheduled a Board Meeting on July 30, 2025, to finalize the first-half 2025 financial statements. (Key Developments)
- The company provided 2025 earnings guidance and is aiming for a slight increase in sales and current operating profit compared to 2024, despite an uncertain global environment. The estimated effects of new French laws on net profit remain at around EUR 100 million. (Key Developments)
- The board has announced the appointment of Stéphane Stoll as Chief Financial Officer, effective August 1, 2025, succeeding Pascal Grangé who will retire in 2026. Stéphane Stoll brings extensive experience at Bouygues, including leadership roles in Energies & Services and Equans. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from €42.19 to €42.91. This reflects modest optimism in valuation assumptions.
- Discount Rate edged down marginally to 10.47%, compared to the previous 10.48%. This suggests a small reduction in perceived investment risk.
- Revenue Growth expectations have declined, now at 0.99% versus the earlier 1.08%. This indicates a more conservative sales outlook.
- Net Profit Margin increased fractionally, from 2.31% to 2.32%, pointing to improved expectations for profitability.
- Future P/E ratio rose slightly to 16.64x from 16.43x. This signifies a modestly higher valuation multiple applied to projected earnings.
Disclaimer
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